What documents do I need for tax filing?
An example of an AI chatbot conversation about tax filing document requirements.
What documents do I need for tax filing?
You'll typically need your W-2 forms, 1099 forms, and any receipts for deductions. Do you have specific income sources?
I have a full-time job and some freelance work. What should I include?
For your full-time job, you'll need your W-2. For freelance work, gather your 1099 forms and any related expenses.
What if I have medical expenses?
You can include medical expenses if you itemize deductions. Keep receipts and any relevant documentation.
Is there anything else I should consider?
Yes, consider any investment income documents, student loan interest statements, and proof of any tax credits.
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